PFGIA
CEQP

Patriot Financial Group Insurance Agency’s Crestwood Equity Partners LP CEQP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CEQP Stock Details CEQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-906
Closed -$4K – 1881
2020
Q1 		$4K Sell
906
-4,159
-82% -$90K ﹤0.01% 1165
2019
Q4 		$156K Buy
+5,065
New +$167K 0.06% 255

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CEQP Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Crestwood Equity Partners LP (CEQP) in Q2 2020, closing a stake of 906 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in CEQP in Q4 2019 and held it in 2 quarters. The position peaked at $156K in Q4 2019. 113 funds tracked by Wall St. Rank hold CEQP as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Crestwood Equity Partners LP position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 906 Crestwood Equity Partners LP shares in Q2 2020, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Crestwood Equity Partners LP in Q4 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Crestwood Equity Partners LP position peaked at $156K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.